Microsoft Dynamics 365

• An understanding of basic computer skills

Audience

• Business Analysts

Microsoft Dynamics 365 is a cloud based CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) hybrid.

This instructor-led, live training (online or onsite) is aimed at business analysts who wish to optimize marketing and sales processes with Microsoft Dynamics 365.

By the end of this training, participants will be able to:

• Use the different modules in Microsoft Dynamics 365 to manage process flows.
• Integrate the Power Platform into Microsoft Dynamics 365.
• Structure different common data models such as records, segment charts, and more.
• Automate processes with Microsoft Flow integration.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction

Microsoft Dynamics 365 as an Enterprise System

• Modules and processes used in Microsoft Dynamics 365

Overview of CRM and ERP

• Workflows and business processes in information technology
• Software as a service delivery
• Normalized data vs denormalized data

Starting Microsoft Dynamics 365

• Registering and logging into Microsoft Dynamics 365
• Navigating the Microsoft Dynamics 365 interfaces

Modules in Microsoft Dynamics 365

• Using and understanding the sales module
• Using and understanding the marketing module
• Using and understanding the service modules
• Using and understanding the financial module

Structuring in Microsoft Dynamics 365

• Creating and pinning records
• Creating opportunities
• Creating an activity and converting it into an opportunity
• Creating and qualifying leads
• Creating a quote

Automation with Microsoft Flow

• Connecting Microsoft Flow with Microsoft Dynamics 365
• Using a template, create a flow
• Creating a flow without a template
• Testing the flow

Data Visualization with Power BI

• Connecting PowerBI with Microsoft Dynamics 365
• Adding a PowerBI dashboard
• Creating a visualization

Summary and Conclusion